Lantern Wealth Advisors
VUG icon

Lantern Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lantern Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Buy
2,763
+18
+0.7% +$1.58K 0.11% 169
2026
Q2 		$236K Buy
+2,745
New +$231K 0.11% 162
2026
Q1 		– Sell
-2,622
Closed -$213K – 190
2025
Q4 		$213K Buy
+2,622
New +$213K 0.11% 156

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lantern Wealth Advisors's VUG Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q3 2026, buying an estimated $1.58K and bringing the position to 2,763 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #169.

Lantern Wealth Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Lantern Wealth Advisors held 2,763 shares of Vanguard Morningstar Growth ETF worth $249K as of Q3 2026.
  • Lantern Wealth Advisors bought 18 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.58K.
  • Vanguard Morningstar Growth ETF made up 0.11% of Lantern Wealth Advisors's portfolio in Q3 2026, its #169 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.